--- title: 'Engagement Manager at Instead' canonical: 'https://feeny.ai/job/engagement-manager-instead-lehi-esxz64f61psh' type: 'job' last_seen: '2026-09-07' --- # Engagement Manager at Instead - **Company:** Instead - **Location:** Lehi, UT - **Posted:** 2026-06-13 - **Last confirmed live:** 2026-09-07 - **Apply:** https://job-boards.greenhouse.io/instead/jobs/7772738003 ## Job description ## About Instead Instead is where tax work gets done. Our AI agent orchestrates the entirety of how work gets done in tax, from preparation and compliance to filing and advisory. It's a fundamentally new way of doing tax work, and it's why top 500 firms, Big Four teams, and enterprise corporate tax departments are choosing Instead. What makes us unique: we hold full government approvals with the IRS, 48 states, and all cities to e-file 1040, 1041, 1120, 1120S, and 1065, with 706, 709, 990, 5500, 2290, and PPT coming for tax year 2026. Instead is a full replacement for CCH Axcess, GoSystem, UltraTax, OneSource, CorpTax, Lacerte, ProConnect, Drake, and more. No other tax startup will be able to offer these capabilities for years as we are two to three years ahead of everyone else in government approvals. This lets us build product experiences that are simply unmatched in the market. Instead is backed by Conviction, IRIS (the largest tax software provider in the UK), Skylark, Aprio, and many of our partners and customers. Our team includes leaders from Intuit, Gusto, Zenefits, Thomson Reuters, Wolters Kluwer, PwC, BDO, RSM, and KPMG. ## The Role Instead's Engagement Managers own the customer relationship from the moment a firm signs on. You are the face of Instead to our customers, guiding them from onboarding through adoption, expansion, and renewal. You'll coordinate on-site implementation sessions, manage the overall engagement timeline, and make sure every firm gets to production usage as fast as possible. You'll work closely with Tax Engineers, who bring the domain expertise and run the hands-on technical implementation. Your role is the relationship and commercial outcome: keeping the customer on track, identifying where they need more support, driving pilot-to-paid conversions, and owning renewals and expansion. You don't need to be a tax expert, but you need to understand how accounting firms operate and what it takes to earn their trust. ## What You'll Do - Own the end-to-end customer journey for a portfolio of accounting firms, from post-sale onboarding through full adoption and renewal - Coordinate on-site implementation sessions (typically 2-day engagements), managing logistics, stakeholder alignment, and follow-up - Build trusted relationships with firm partners, tax managers, and operations leaders, becoming their primary point of contact at Instead - Drive product adoption through structured enablement plans, regular check-ins, and proactive outreach when usage drops or questions arise - Own the commercial relationship post-sale, including pilot-to-paid conversion, renewals, and identifying expansion opportunities across additional entity types and firm locations - Monitor customer health metrics and take initiative to reduce churn risk and drive retention - Partner with Tax Engineers to ensure technical implementation quality and translate customer feedback into actionable product insights - Help build and refine the Engagement playbook as Instead scales from dozens to hundreds of firm relationships ## What You Bring - 4+ years of experience in customer success, engagement management, account management, or a similar customer-facing role in a B2B SaaS or professional services environment - A track record of driving customer retention, expansion, and satisfaction - Strong project management skills. You keep implementations on track, stakeholders aligned, and customers confident - Excellent communication skills. You can manage senior conversations with firm partners and roll up your sleeves with operations teams - Commercial instinct. You know when to listen, when to advise, and when to push for a commitment - Willingness to travel for on-site engagements (estimated 30 to 50% travel) - Experience working with accounting firms, tax professionals, or other professional services customers is a strong plus but not required What Makes Someone Exceptional - You treat every customer like a partner, not a ticket. You proactively surface problems before they become escalations - You can manage 20 to 40 concurrent engagements without dropping the ball on any of them - You have a bias for action. When something is stuck, you don't wait for someone to tell you what to do - You understand that adoption is not a checkbox. Real adoption means the firm is using Instead in production, on real returns, with real deadlines - You can earn the trust of skeptical firm partners who have used the same tax technology for 20 years ## Compensation Competitive base, variable compensation, and equity Location Lehi, Utah (on-site with travel) Instead is an equal opportunity employer. We evaluate candidates based on capability, judgment, ownership, and fit for the role's responsibilities. We welcome candidates who can help us build a category-defining company in tax technology. ## About Instead ## Company Overview - **One-liner**: Instead builds an AI agent that orchestrates end-to-end tax preparation, compliance, filing, and advisory for CPA firms, corporate tax teams, and family offices. - **Entity Type**: Private (Seed‑II) - **Headquarters**: San Francisco, California, United States - **Founded**: 2023 - **Founders**: Not publicly available ## Core Business - **Primary industry**: AI‑powered tax software / financial technology (tax preparation and filing) - **Target customers**: B2B – CPA firms, Big Four teams, enterprise corporate tax departments, family offices, high‑net‑worth individuals, and tax preparers - **Mission or purpose statement**: “Build the AI agent for accountants. We start with tax, the most complex and highest‑stakes service line, and expand into every area where intelligent agents can help professionals deliver more for their clients.” ## Products & Services - **Instead Agent** (SaaS / AI Agent): A dedicated AI agent assigned to each client that handles research, planning, preparation, filing, and defense across all entity types (1040, 1041, 1120, 1120S, 1065). Supports e‑file to IRS and 48 states, document extraction, tax research from 1,500+ sources, and voice interaction. - **Instead Platform** (SaaS): The underlying infrastructure that powers tax workflows, multi‑entity compliance, report generation, workpapers, and tax planning. Includes free tier with unlimited users and entities; paid via credits used only when the agent performs work. - **Tax Research & Planning Tools**: Integrated research engine and strategy memo generation, designed to replace manual offshore prep and seasonal contractors. ## Market Standing - **Valuation/Market Cap**: Not disclosed - **Key Metric**: Total funding raised – $15M (Seed‑II) - **Notable Investors/Partners**: Conviction, IRIS (largest tax software provider in the UK), Skylark, and several partner/customer firms - **Growth Signals**: - First company in decades to receive IRS approval to e‑file across all five entity types. - Authorized e‑file provider for 140+ government jurisdictions. - SOC 2 Type II certified. - Used by top 500 firms, Big Four teams, and enterprise corporate tax departments. - Expanding to additional form types (706, 709, 990, 5500, 2290) for tax year 2026. ## Competitive Advantages - **Regulatory moat**: Full government approvals from the IRS, 48 states, and all cities for e‑filing – a barrier that takes years for competitors to replicate. - **End‑to‑end AI agent**: One agent that owns the entire tax workflow, from research and planning to preparation, filing, and defense, rather than piecemeal tools. - **Multi‑entity support**: Handles individuals, trusts, partnerships, S‑corps, and C‑corps within a single platform. - **Pricing model**: Free access to the platform; only pay credits when the agent performs work, enabling firms to scale without adding headcount. ## Strategic Focus - **Current priorities**: Deepening the AI agent’s capabilities, expanding e‑file approvals to additional form types, and scaling the platform to serve more CPA firms and corporate tax departments. - **Growth direction**: Moving beyond tax preparation into advisory and strategic work, positioning accountants as “orchestrators” of AI agents. ## Why Work Here - **Culture**: Mission‑driven, focused on transforming the accounting profession; team includes leaders from Intuit, Thomson Reuters, Wolters Kluwer, Gusto, PwC, BDO, RSM, and KPMG. - **Remote/hybrid policy**: Remote‑friendly with offices in San Francisco, CA (515 Folsom Street). “Work where you do your best work.” - **Notable perks**: - Medical, dental, and vision coverage for employees and dependents. - Competitive salary, equity, and performance bonuses. - Annual learning budget for conferences, courses, and books. - Generous PTO and flexible schedules. - MacBook Pro, monitor, and equipment provided. - **Engineering culture**: Building an AI‑first product; hiring across platform engineering, software engineering (SF and Bangalore), and product design. ## Sources 1. [instead.com](https://www.instead.com/) 2. [instead.com/resources/careers](https://www.instead.com/resources/careers) 3. [job-boards.greenhouse.io/instead](http://job-boards.greenhouse.io/instead) 4. [cbinsights.com](https://www.cbinsights.com/company/instead) 5. [linkedin.com/company/tryinstead](https://www.linkedin.com/company/tryinstead) ## Other roles at Instead - [Senior Director of Data Analytics & Business Systems](https://feeny.ai/job/senior-director-of-data-analytics-business-systems-instead-san-francisco-1w6tfmtwnam8) — San Francisco, CA - [Software Engineering Intern](https://feeny.ai/job/software-engineering-intern-instead-san-francisco-fdaj4k7njge7) — San Francisco, CA - [Software Engineer](https://feeny.ai/job/software-engineer-instead-san-francisco-8xchcf3kcaf2) — San Francisco, CA - [Tax Manager](https://feeny.ai/job/tax-manager-instead-salt-lake-city-q4vhxs4bv2qp) — Salt Lake City, UT - [Tax Manager](https://feeny.ai/job/tax-manager-instead-san-francisco-5z10g7110a9t) — San Francisco, CA - [Product Manager](https://feeny.ai/job/product-manager-instead-san-francisco-8hs5y46hmeyx) — San Francisco, CA - [Software Engineer (Bangalore)](https://feeny.ai/job/software-engineer-bangalore-instead-bengaluru-m2agqqf3qcye) — Bengaluru, India - [Director of Talent Acquisition](https://feeny.ai/job/director-of-talent-acquisition-instead-bengaluru-9cty014apmas) — Bengaluru, India - [Forms Specialist](https://feeny.ai/job/forms-specialist-instead-hyderabad-qj69ab2g1hqa) — Hyderabad, India - [Product Designer](https://feeny.ai/job/product-designer-instead-bengaluru-fdma1zmvnbbb) — Bengaluru, India